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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Basalt, CO

Every SEC-registered financial advisor at a firm office in Basalt who lists the Chartered Financial Analyst designation, A to Z.

The short answer

3 CFA charterholders work in Basalt; the most are at Ryan Investments (2). 0 are also registered broker representatives.

CFA advisors in Basalt, A to Z

Every advisor in Basalt →

Firms with the most CFA charterholders in Basalt

Ryan Investments 2Sherwood Wealth Management 1

CFA advisors in other Colorado cities

All of Colorado →

Denver 148Greenwood Village 38Colorado Springs 18Boulder 17Lone Tree 17Littleton 10Fort Collins 9Centennial 6Highlands Ranch 6Lakewood 6Louisville 5Aspen 4Avon 3Castle Rock 3Crested Butte 3Englewood 3Golden 3

Questions

How many CFA financial advisors are in Basalt, CO?

3 SEC-registered investment adviser representatives at firm offices in Basalt, Colorado list the CFA designation; Ryan Investments employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Basalt?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.